Skip to content
Disclosery

Atria Wealth Solutions, Inc.: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on IWN, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 3,386 IWN shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,386 shares
    Change vs previous 13F -14,146 shares

    0.01% of the 13F portfolio, value $543,416.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 17,532 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $2,647,020.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 17,700 shares
    Change vs previous 13F -1,147 shares

    0.03% of the 13F portfolio, value $2,905,898.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 18,847 shares
    Change vs previous 13F -1,547 shares

    0.03% of the 13F portfolio, value $3,144,225.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 20,394 shares
    Change vs previous 13F +632 shares

    0.03% of the 13F portfolio, value $3,106,066.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 19,762 shares
    Change vs previous 13F +1,720 shares

    0.04% of the 13F portfolio, value $3,138,497.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 18,042 shares
    Change vs previous 13F +323 shares

    0.04% of the 13F portfolio, value $2,802,467.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 17,719 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,414,471.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).